How We Work With You

Tuesday, January 27, 2015

We recognize that the first place donors often turn to when thinking about philanthropy is their trusted professional advisors. SVCF helps advisors identify the best charitable solutions for their clients. From establishing a donor advised fund or a supporting organization, to providing back office support for your clients' private foundation, to providing the due diligence for international grantmaking - SVCF can do all this and more.

As a comprehensive center for philanthropy, SVCF provides you with a team of experienced philanthropic advisors to partner with you to offer an array of customized services to your clients.

Our Unique Expertise

Few organizations have the expertise and ability to solve complex charitable goals like SVCF. We work closely with professional advisors to help you identify the best ways to meet your clients’ financial goals as well as accomplish their charitable giving objectives. Many of your clients already might be donating to the local, regional or international organizations they care about. SVCF can help them create a plan to achieve greater impact.

Our annual Conference on Charitable Giving is presented by SVCF and Stanford University’s Office of Planned Giving and is sponsored by leading financial institutions. It is held in the spring on the Stanford campus. Visit Conference on Charitable Giving for more information. To be added to our professional advisor mailing list please sign up using the sidebar on this page.

SVCF staff is also available to make presentations on charitable giving strategies at your firm or help support a client event focused on philanthropy.

Help with Complex Gifts

At SVCF, we are experts at accepting complex assets such as restricted or pre-IPO stock. We’ll work directly with you and your clients to assist in funding their philanthropy using these non-traditional assets. We can transform assets into a charitable resource to help alleviate some of the tax ramifications often associated with appreciated assets or a liquidity event. And we offer an array of funds and other giving options to match your clients’ personal goals and unique situations. Our staff does the heavy lifting, so that your clients can be free to focus on the most satisfying aspects of giving—choosing charities and dreaming up new ideas.

Even if your client is another nonprofit, SVCF can assist other nonprofit organizations who might need help accepting complex assets. SVCF works with several charitable organizations to take the stress out of giving and allow donorsof those organizationsto be philanthropic.

Access to SVCF Resources

Professional advisors have priority access to SVCF resources specifically tailored for your needs. These resources range from a dedicated team of philanthropy experts, to printed materials, online materials and other resources. SVCF is also available to provide trainings on philanthropic topics to members of your organization.

Bay Area Advisor Council

If you have attended an SVCF event or have referred a client to open a fund or make a gift, we invite you to join our Bay Area Advisor Council. You’ll have access to seminars, training, focus groups and networking opportunities throughout the year, and your name and firm will be listed below. You receive an invitation for our annual lunch and recognition event. Contact us for more information. View a complete list of Bay Area Advisor Council members.

Professional Advisor League

The Professional Advisor League is a group of professional advisors who lead the Bay Area Advisor Council. These members have a history of working closely with SVCF by referring clients and colleagues, attending events and serving as charitable giving resources in their respective fields. Professional Advisor League members receive Bay Area Advisor Council membership benefits, review and develop membership policy and lead Bay Area Advisor Council activities. Members may serve up to two four-year terms and are invited to attend two annual events with fellow league members.

Newsletter

Our professional advisor e-newsletter is distributed monthly. It includes information about upcoming events, charitable giving legislation, articles guest-authored by experts and updates on our latest activities. If you would like to receive this e-newsletter, please sign up here.

Professional Advisor Hotline

Learn more about services for professional advisors, our Individually Managed Fund program, the Bay Area Advisor Council or the Professional Advisor League.